Job Information
NBT Bank Account Manager Associate in Oneonta, New York
Pay Range: $17.50 - $21.37
Under direct supervision, assists the department with the processing of general telephone and written inquiries. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.
Education and Experience:
Associate degree and 1-year relevant work experience or equivalent combination of education and experience required
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
Skills and Abilities:
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources
Ability to work independently and in groups
Effective verbal and business writing skills
Proficient with Microsoft Office
Tasks Performed:
30% Retrieve, scan and attach documents to customers' files
25% Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions
25% Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed
10% Handle insurance premium payment processing and billing inquiries
5% Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed
5% Perform other duties as assigned
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans:  Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave : Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave : For your health and safety.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.
EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
EEO is the Law Poster Supplement
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Family Medical Leave Act (FMLA) Poster
Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.
NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.